Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,045
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$353K
3 +$195K
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$136K
5
ONDS icon
Ondas Inc
ONDS
+$118K

Top Sells

1 +$234M
2 +$28.1M
3 +$23.8M
4
NEE icon
NextEra Energy
NEE
+$7.76M
5
IYW icon
iShares US Technology ETF
IYW
+$3.15M

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.75%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$13K ﹤0.01%
229
1952
$13K ﹤0.01%
733
1953
$13K ﹤0.01%
122
1954
$13K ﹤0.01%
400
1955
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44
1956
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100
1957
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602
1958
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72
1959
$13K ﹤0.01%
2,200
1960
$13K ﹤0.01%
297
1961
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343
1962
$13K ﹤0.01%
467
1963
$13K ﹤0.01%
100
1964
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232
1965
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266
1966
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320
1967
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169
1968
$13K ﹤0.01%
388
1969
$13K ﹤0.01%
558
1970
$13K ﹤0.01%
1,829
1971
$13K ﹤0.01%
1,569
1972
$13K ﹤0.01%
471
1973
$13K ﹤0.01%
701
1974
$13K ﹤0.01%
130
1975
$13K ﹤0.01%
688